Portfolio & 3-Bucket Retirement Coaching Session

One-on-One with Doug the Retirement Guy

Have questions about your retirement portfolio, income strategy, or how the 3-Bucket System could work for you?

In this private one-on-one coaching session, Doug will walk through your current portfolio with you and help you better understand how your investments may fit into a retirement income plan.

We’ll discuss the 3-Bucket System and the purpose of each bucket:

Foundation Bucket
Designed to provide stability, liquidity, and cash reserves for unexpected expenses and market downturns.

Growth Bucket
Focused on long-term portfolio growth and helping your retirement assets keep pace with inflation.

Income Bucket
Designed to generate the retirement paycheck you may need from dividends and investment distributions.

During the session, we can review:

• Your current portfolio and account structure
• How your investments are currently allocated
• Your expected retirement income needs
• Your monthly or annual income gap
• How the 3-Bucket System works
• Foundation, Growth, and Income allocation concepts
• Dividend and income-producing ETFs
• Portfolio diversification
• Reinvestment and rebalancing strategies
• Questions you have about retirement income investing

The goal is to help you leave the session with a clearer understanding of your portfolio and how a retirement paycheck strategy can be structured.

Before Your Session

After purchasing, you will receive instructions for scheduling your session.

To help us make the most of our time together, it is helpful to have:

• A list of your current investments
• Approximate account balances
• Your monthly living expenses
• Social Security, pension, or other expected retirement income
• Any specific questions or concerns you would like to discuss

Important Disclosure

This coaching session is provided for educational and informational purposes only. Doug the Retirement Guy does not provide individualized investment, tax, legal, or financial planning advice and is not acting as your investment adviser or fiduciary.

The discussion is intended to help you better understand retirement-income concepts, portfolio structure, and investment strategies so you can make your own decisions or discuss them with a qualified financial, tax, or legal professional.

Build the portfolio. Understand the income. Create your Retirement Paycheck.